Fact sheet: UBS FTSE RAFI Devlpd 1000 Idx

Fund information

Fund name
UBS FTSE RAFI Developed 1000 Index J Inc
Fund company manager
UBS Asset Mgmt Funds Ltd
Fund type
Fund manager
Stuart Newman
since 29/06/2015
Fund objective
The Fund seeks to achieve a return that is consistent with the MSCI World Minimum Volatility (GBP) Index. The Fund employs a passive investment strategy, investing all, or substantially all, of its assets in the shares of companies that make up the Reference Index. To the extent that the Fund is not fully invested in the constituents of the Index, it may be invested in shares of companies which in the Manager’s opinion are reasonably expected to become part of the Index, or in cash. The Fund may also hold cash and use derivatives only for the purposes of efficient portfolio management.
FTSE RAFI Developed 1000 Index
Investment style
Investment method
Physical - Full,Shares

Performance snapshot

Quick stats

1 Year return


1 Year rank in sector



UT Global

Fund size
FE Risk score

Top in sector

Performance vs. Sector

Cumulative performance

Fund2.19 %3.96 %0 %0 %0 %
Sector2.59 %8.98 %30.91 %42.72 %86.74 %
Rank within sector166 / 254 / / / /
Quartile th3 rd th th th th

Calendar performance

Fund0 %0 %0 %0 %0 %
Sector8.79 %20.95 %3.38 %6.68 %19.7 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high10248.92
52 week low9578.97
Current bid price0
Current offer price0
Current mid price10086.91

Holdings by region


Holdings by sector


Holdings by asset type


Individual holdings